+146.9%
SMTC vs CBRE
-7.7%
+154.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.6% | +9.8% | +9.2% |
| 7D | +12.7% | -2.0% | +14.7% | +12.7% |
| 30D | +22.0% | -2.2% | +24.2% | +22.0% |
| 3M | -12.7% | +12.9% | -25.6% | -15.3% |
| 6M | +64.8% | +4.3% | +60.5% | +63.2% |
| YTD | +100.7% | -8.0% | +108.7% | +103.3% |
| 1Y | +146.9% | -8.6% | +155.4% | +145.0% |
| All | +146.9% | -7.7% | +154.6% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CBRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling